Resource # 1: Trusted Advisor or Commission Sales Rep?

Click here to download

10 Questions to ask to help you decide if you are working with a trusted advisor who always puts your best interest first or a commissioned sales rep with an inherent conflict of interest that could potentially cost you the peaceful and rewarding retirement you deserve.

Resource # 2: Equilibrium Based Investing Article

Click here to download

A clear, easy to read article defining equilibrium based investing, how it differs from active management and passive/index investing.  A must read for all investors who are serious about understanding how markets work and what the latest research teaches us about maximizing investment rewards in the pursuit of Peaceful Wealth.

Resource # 3: Talis Advisors Investment Philosophy Talis Advisors Logo

Click here to download

A detailed and insightful explanation of our Peaceful Wealth investment philosophy and how it can help you safely achieve your goals and retire with dignity and independence.

Resource # 4: Fama/French Forum

eugene-f-fama-pickenneth-r-french-pic3Click here to visit the Fama/French Forum

Visit the Fama French Forum sponsored by Dimensional Fund Advisors.  The forum includes observations, opinion, research and links from financial economists Eugene Fama and Kenneth French.

Dimensional Fund Advisors (DFA): The wisest fund family you’ve probably never heard about

Click here to learn more about DFA dfa-logo

Scott, Brent and the entire Talis Advisors team bases all of our investment consulting on the application of objective research to fundamental and rational investment methodologies and incorporates the dominant theories that guide the handling of trillions of dollars of institutional investments.  Our quest for an investment solution focused on our client’s best interests and founded on the principals we embrace led us to Dimensional Fund Advisors (DFA), an asset class focused institutional fund family dedicated to offering the finest funds available today.

.

DFA manages $111 Billion as of Q4 2008. The firm is primarily owned by employees and directors, and manages assets exclusively for institutional investors and the clients of registered investment advisors. As of late 2008, DFA is ranked as the 15th largest mutual fund family based on diversified US equity funds by Investment News, ahead of such familiar names as American Century, Hartford, Putnam, John Hancock, JPMorgan, and Ameriprise (RiverSource). Although highly respected in the academic and financial communities, most individuals have never heard of DFA.  The firm does no advertising, which helps keep fund expense ratios very low.

Video Training Series: What Should Investors Do Now?

Click here to watch video presentation

An insightful and important multi-part series discussing investor concerns and where they go from here.  The videos include an examination of capital markets, the effects of recession and government policy on stock prices, how the current market stacks up to previous downturns, and the reasons why Talis Advisors and Dimensional Fund Advisors  core beliefs have not changed in light of these events.

Video Training Series: Is It Different This Time?

Click here to watch video presentation

Dimensional Fund Advisors Vice President Weston Wellington offers perspective on the unpredictability of market movements, how the 2008 market downturn compares to past bear markets, and the resilience markets have historically shown.

Video Training Series: Government Intervention and Stock Returns

Click here to watch video presentation

government-intervention-and-stock-returns

Should equity investors be alarmed by the prospect of greater government intervention in the US economy? DFA Vice President Weston Wellington looks at examples of US intervention in the past and examines the record of stock returns around the world over the last thirty-nine years. The evidence suggests that government intervention is just one factor among many affecting stock returns, and that an above-average degree of intervention is not necessarily associated with below-average returns.

Recent Documents (All Documents)


Recent Posts


Peaceful Wealth Radio Hour Podcast 7/18/2009

Saturday, July 18th, 2009

Peaceful Wealth Radio Hour Podcast 7/11/2009

Saturday, July 11th, 2009

Peaceful Wealth Radio Hour Podcast 7/4/2009

Saturday, July 4th, 2009

Peaceful Wealth Radio Hour Podcast 6/27/2009

Saturday, June 27th, 2009

Newsletter Signup


Signing up for a newsletter is easy. Just fill out your name and email.
Name:
Email:

Contact Us


Talis Advisors
6205 Chapel Hill Blvd, Suite 400
Plano, TX 75093
(972) 378-1975
(866) 608-2547